Stifel, Nicolaus & Company
47yrs
Top advisor by experience in Oklahoma
41yrs
Based in Tulsa, Oklahoma, Perry Smith is a fiduciary financial advisor with 41 years of industry experience. Perry joined LPL Financial in 2000, a firm offering financial planning, investment management, and educational workshops. LPL Financial reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 835 advisors with offices in Tulsa, and one of 788 fiduciaries.
At a glance
Experience41 years (since 1986)
How that compares ?Top 3% by experience nationwide
Office7335 S. Lewis Ave., Suite 306, Tulsa, OK 74136
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2000 – nowLPL Financial LLCCurrent firm
Contact Perry
Local office(918) 523-0900Ask for Perry. (704) 733-3300Main office · Fort Mill, SC 7335 S. Lewis Ave., Suite 306Tulsa, OK 74136Office · Get directions Facebook pageLPL Financial
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Questions to ask Perry
Tailored to Perry’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Perry
How do I contact Perry?
Call Perry’s local office at (918) 523-0900 or the LPL Financial main office at (704) 733-3300, and ask for Perry Smith.
How long has Perry been a financial advisor?
Perry has been in the industry since 1986, about 41 years. Top 3% by experience nationwide.
What licenses does Perry hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Perry a fiduciary?
Perry is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Perry paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Perry for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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